Tax Manager (Private Wealth Management)
The Bahnsen Group · Phoenix, AZ · 1 mo ago
On-siteManagementFull-time
About the role
A dynamic opportunity has arisen for a Tax Manager within our Private Wealth Management team. Reporting to the Director of Tax, you will play a pivotal role in managing the tax compliance and reporting for high-net-worth individuals and families.
Responsibilities
- Oversee the preparation and filing of tax returns for clients
- Provide tax planning advice to clients to optimize their tax positions
- Collaborate with other departments to ensure accurate and timely tax reporting
- Stay updated with changes in tax laws and regulations
Requirements
- Bachelor’s degree in Accounting or related field
- CPA certification preferred
- Minimum 5 years of experience in tax management or consulting
- Strong analytical and problem-solving skills
- Excellent interpersonal and communication skills
Qualifications
- Proficient in Microsoft Office Suite
- Experience with tax software such as Thomson Reuters Tax & Accounting
- Ability to manage multiple tasks and priorities effectively
Skills
- Tax Compliance
- Tax Planning
- Client Relationship Management
- Financial Analysis
Benefits
- Competitive salary package
- Flexible working hours
- Professional development opportunities
- Health insurance
- Employee discounts
Pay
Commensurate with experience
Schedule
Full-time